Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,089 | $101,618-81.2% | $93,063-79.5% | $137,256-86.1% |
| Participation rate | 90.9% | 74.9%+16.0pp | 72.1%+18.8pp | 80.0%+10.9pp |
| Annual return | 19.73% | 223.95%-204.2pp | 34.15%-14.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,803 | $2,707-33.4% | $2,476-27.2% | $4,156-56.6% |
| Participant deferral / active EE | $4,228 | $4,279-1.2% | $3,958+6.8% | $6,407-34.0% |
| Admin fee / account holder | $15 | $6,198-99.8% | $6,033-99.7% | $12,270-99.9% |